Capture solar calculator leads into CRM for sales reps
Capture solar calculator leads into CRM for sales reps
Sales reps miss solar leads when calculator emails get buried, letting prospects cool. Extract contact and site details and update CRM so reps follow up with full context.
Overview
Missed solar calculator emails let competitors win quotes and leave opportunities cold. This workflow extracts contact and project details into your CRM and creates follow-up tasks so reps pursue leads with full context. Expect faster response times and more consistent follow-ups.
Notable Features
- Extract contact and site details
- Create or update CRM lead
- Notify reps for follow-up